Select Business Account Manager (Hybrid)

About Consolidated Insurance Markets (CIM), A Division of Patriot Growth Insurance Services: Our mission is to build strong, lasting relationships. Since 1999, we've offered a personalized alternative to big box insurance companies, focusing on friendly, human interaction. At Consolidated Insurance Markets, we listen closely to ensure your family and business are fully protected. Here, you can trust that we know your name!

Position Overview: We are seeking a Commercial Lines Account Manager to support and service a high-volume book of small commercial accounts. This role focuses on managing new and renewal business, delivering responsive client service, and ensuring efficient policy processing across the client lifecycle. The ideal candidate is detail-oriented, client-focused, and able to balance multiple priorities while contributing to retention and growth.

Work Arrangement: This is a full-time position with hybrid opportunities available, reporting our office located in Flower Mound, TX.

Professional Responsibilities

• Manage the full lifecycle of select business accounts, including quoting, binding, renewals, endorsements, and policy servicing.
• Pre-qualify new business opportunities and gather underwriting data to support accurate and competitive quoting.
• Collaborate with Producers to support new business efforts, including submissions, proposals, and client follow-up.
• Assist with renewals and remarketing efforts to ensure appropriate coverage and optimal carrier placement.
• Provide proactive, responsive service by addressing client inquiries related to coverage, billing, claims, and policy changes.
• Educate clients on coverages, exclusions, and exposures to support informed decision-making.
• Identify opportunities to cross-sell additional products or refer clients to other departments as appropriate.
• Process policy changes, endorsements, cancellations, and service requests in accordance with carrier requirements and agency procedures.
• Issue certificates of insurance and other client documentation accurately and in a timely manner.
• Support claims intake by directing clients to appropriate reporting channels and providing guidance throughout the process.
• Maintain accurate documentation of all client interactions and account activity within the Agency Management System.
• Collaborate with carriers and internal teams to resolve service issues, audit discrepancies, and underwriting questions.
• Participate in team meetings and contribute to ongoing process improvement and service excellence initiatives.

Qualifications And Requirements

• 1-3 years of experience in account management, customer service, or a related role.
• Active Property & Casualty insurance license required.
• Experience in commercial lines insurance, particularly small business or select accounts, preferred.
• Associate or Bachelor’s degree in Business Administration, Risk Management, or a related field preferred.
• Strong understanding of commercial insurance coverages, policies, and underwriting principles.
• Proficiency with agency management systems and Microsoft Office Suite.
• Excellent organizational skills with the ability to manage multiple priorities in a fast-paced environment.
• Strong communication and interpersonal skills, with a client-focused approach.
• Ability to analyze client needs and recommend appropriate insurance solutions.
• Commitment to professionalism, confidentiality, and continuous learning.

About Patriot Growth Insurance Services: Founded in 2019, Patriot is a growth-focused national insurance services firm that partners with employee benefits and property and casualty agencies across the United States. Patriot is currently ranked as the 25th largest broker in the U.S. by Business Insurance and has been named to the 2025 Inc. 5000 list of fastest-growing companies. With over 2,100 employees operating in 150+ locations in over 45 states, Patriot’s collaborative model delivers resources and strategic support to its agencies. Patriot creates true alignment with its partner agencies, and its operating philosophy fosters enhanced career opportunities for its dedicated and professional team. We are committed to working with like-minded individuals who share our vision of creating an insurance agency focused on operational excellence and a relentless pursuit of growth.

Patriot offers the opportunity to be a part of a fast-growing company since its inception. We strive to create a flexible and collaborative environment for our employees, and our goal is to provide enhanced career opportunities for our dedicated and professional team.

Benefits

In addition to a competitive salary, we provide a comprehensive health and welfare program to employees, family members and domestic partners. Employees are eligible for benefits coverage the first of the month following 30 days of employment. We offer:

• Medical, Dental, and Vision Benefits
• Flexible Spending Account (FSA) and Health Savings Account (HSA) and Commuter Transit Programs
• Company paid Short-Term Disability, Long-Term Disability and Group Term Life
• Company paid Employee Assistance Program
• Paid Parental Leave
• Paid holidays
• Personalized PTO
• 401 (k)

Patriot Growth Insurance Services is an equal opportunity employer that is committed to diversity and inclusion in the workplace. We prohibit discrimination and harassment of any kind based on race, color, sex, religion, sexual orientation, national origin, citizenship or immigration status, disability, genetic information, pregnancy, or any other protected characteristic as outlined by federal, state, or local laws.

This policy applies to all employment practices within our organization, including hiring, recruiting, promotion, termination, layoff, leave of absence, compensation, benefits, and training. Patriot makes hiring decisions based solely on qualifications, merit, and business needs at the time. For more information, read through our EEO and DE&I Policy located on our website at www.patriotgis.com.